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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,357 | $48,337-51.7% | $67,560-65.4% | $80,959-71.2% |
| Participation rate | 74.2% | 66.4%+7.8pp | 72.9%+1.3pp | 67.7%+6.6pp |
| Annual return | 21.26% | 18.26%+3.0pp | 3533.50%-3512.2pp | 35.67%-14.4pp |
| Employer contribution / active EE | $2,100 | $2,023+3.8% | $2,737-23.3% | $2,757-23.8% |
| Participant deferral / active EE | $3,427 | $2,928+17.0% | $4,004-14.4% | $4,300-20.3% |
| Admin fee / account holder | $359 | $3,695-90.3% | $3,994-91.0% | $6,925-94.8% |